Customer Support Executive

CashBook : UPI Wallets for Business Expenses; Bengaluru; On-site; INR 300,000 - 500,000; Full time

Job summary

CashBook is looking for a Customer Support Executive in Bengaluru to manage onboarding for businesses and ensure successful wallet activation. You will serve as the main contact for new clients, helping them navigate KYC, payments, and operational queries.

This role involves handling support calls, maintaining relationships, and tracking onboarding progress. Ideal candidates have 1–3 years in customer support and a customer-first mindset. Opportunities for growth into Account Management are available.

Qualifications

• 1–3 years experience in customer support or client servicing.
• Strong communication skills for handling calls and coordination.
• Ability to manage multiple businesses simultaneously.

Responsibilities

• Assist businesses with onboarding and wallet activation.
• Handle client queries via calls and chats.
• Track and resolve operational issues.
• Coordinate communication with clients regarding onboarding status.

Skills

Customer support experience

Verbal communication

Written communication

Problem-solving

CRM knowledge

Job description

Customer Support Executive – Business Onboarding & Support

About the Role

We are looking for a proactive and customer-focused Customer Support Executive to manage business onboarding, resolve client queries, and ensure a smooth experience for businesses using our platform.

The role involves closely coordinating with newly onboarded businesses, assisting them with KYC, wallet activation, payments, and resolving operational issues. You will act as the primary point of contact for businesses after onboarding and help ensure successful activation and long‑term engagement.

Key Responsibilities

Business Onboarding & Activation

• Assist businesses in completing the onboarding process
• Guide clients through KYC verification and wallet activation
• Ensure smooth setup and activation of employee wallets
• Coordinate with internal teams for faster issue resolution

Customer Support & Relationship Management

• Act as the primary support contact for assigned businesses
• Handle inbound and outbound support calls, WhatsApp chats, and follow‑ups
• Resolve client queries related to wallets, payments, onboarding, and usage
• Maintain strong relationships with businesses through regular follow‑ups

Issue Tracking & Coordination

• Maintain proper updates and comments on the internal dashboard/CRM
• Track pending issues and follow up until resolution
• Identify businesses that are inactive or unresponsive and proactively reconnect with them
• Coordinate with sales and operations teams whenever required

Process & Operational Support

• Ensure timely communication with clients regarding pending actions
• Track onboarding status and escalations for assigned businesses
• Support businesses in understanding platform features and workflows
• Maintain proper documentation of support activities and resolutions

Requirements

• 1–3 years of experience in customer support, client servicing, or operations
• Strong verbal and written communication skills
• Comfortable handling calls and client coordination
• Good follow‑up and problem‑solving abilities
• Ability to manage multiple businesses simultaneously
• Basic understanding of CRM or support tools is a plus

Preferred Background

Candidates with experience in:

• Fintech or SaaS companies
• Business onboarding or operations
• Wallet/payment‑based platforms

What We’re Looking For

• Strong ownership and accountability
• Excellent follow‑up and coordination skills
• Customer‑first attitude
• Ability to handle escalations professionally
• Organized and process‑oriented mindset

Compensation & Growth

Opportunity to grow into Account Management or Operations roles. Exposure to B2B business support and fintech operations.

How to Apply

Share your resume along with a brief introduction about your customer support or client handling experience to [e-mail]